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    Here’s our story. We look forward to hearing yours.

    About Our Firm

    We help our clients with all five critical components of a good retirement plan – Having predictable monthly Income, appropriate Investment Strategies, Comprehensive Health Care, Tax Minimization, and Legacy (Estate) planning. We use a broad range of investments and insurance based solutions appropriate for your specific situation.

    Founded in 2002, our firm has four offices in the Bay Area to serve you, in Pleasanton, Cupertino, Sunnyvale and Palo Alto.

    Meet Mark Arola

    Mark Arola is the principal of the firm. He has more than 15 years experience in the financial services industry.

    Mark has personally helped more than 1,000 families implement plans to improve their retirement security. He is an Investment Advisor with a true focus on retirement planning. Mark is also the principal of Arola Associates Financial and Insurance Agency, and has trained over 100 advisors in the field of retirement planning and protection.

    Mark is a member of the Pleasanton Chamber of Commerce, GAMA International and the National Association of Insurance and Financial Advisors. His agency has been recognized numerous times for excellence, including GAMA International’s “First in Class” award.

    Mark was raised in Santa Clara when orchards far outnumbered technology companies. He currently resides in Pleasanton with his wife of 30 years, Amy. The couple has two adult children, both of who have completed college and successfully started their own careers. He also holds an engineering degree from the University of California, Berkeley, as well as an MBA from Santa Clara University.

    Mark believes that planning for a successful retirement does not have to be overly complicated. He looks forward to helping you plan for a more secure future and achieve your long-term goals. To schedule a time to discuss your retirement strategy, contact us at Anne@arolafinancial.com or call us at 925-730-4396 today!

    Complimentary Guide
    "Building Your Fiscal House To Weather The Elements"


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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

    Mark Arola holds California insurance license No. 0D69128. Arola Associates Financial & Insurance Agency is a business holding California license No. 0i72722.

    The "10 Things to Know About Planning Your Retirement Income" Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.

    Guarantees and protections provided by insurance products including annuities are backed by the financial strength and claims-paying ability of the issuing insurer.

    CA License # 0D69128

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor